Frequently Asked Questions

New Range Membership: The amount of discount that has been set based on the slab of the total invoice/bill amount of products or services. This is the master setup for the New Range Membership and to get the benefits applicable, the New Range Membership needs to be sold first.

Note: Once a "New Range Membership" is created, the setup master field cannot be edited.

Click here to goto New Basic Membership Master Setup or

Login to your Invoay Back Office>>Master>>Membership Master>>New Range Membership

“New Range membership” click here

New Basic Membership Setup Page

Below mentioned is the description of each field in the setup. Mandatory fields are*

Name*:
The name of the Membership Plan is to be entered here.

For example, Silver Membership

Validity in Days*:
Validity of the membership in days. After sales, the membership expiry date will be calculated as per the expiry date mentioned.

For example,365 (In case the validity should be for one year once any customer purchases this membership plan. You can keep your validity here)

Cost*:
The sale price of the membership should be entered here and zero if the membership is free.

For example,500 (In case the sale price of this membership should be 500. You can keep your sales value)

Membership Wallet Amount*:
For the membership plan wherein additional value such as membership wallet load value needs to be given after the sale of membership. This could be a complimentary amount and be added to the customer membership wallet after the sale of the membership.

For example,100 (This value will be available to the customer to spend from their membership wallet balance. Membership wallet balance will only be activated once the customer purchases the membership)
Note: Leave 0 in case no additional amount needs to be offered as membership wallet load value


Is Tax Included*:
GST is calculated as inclusive or exclusive

Tick Checkbox: In case the Membership Sales amount should be calculated as inclusive of GST (CGST + SGST)
Untick Checkbox: In case the Membership Sales amount should be calculated as exclusive of GST (CGST + SGST)
Note: In case of no GST, Tick Checkbox

SAC Code:
Service Accounting Code (SAC) are codes issued by CBEC to uniformly classify each service under GST.

This value is optional, it can be mentioned here. This will be printed on the final invoice

CGST Percent*:
Central Goods and Services Tax value if applicable should be mentioned here.

For example 9. The percentage value will be calculated based on the Membership Cost and will be charged on the final invoice.
If inclusive of GST check box ticked, then this value will be calculated as included in the Membership Cost mentioned above.
If inclusive of GST check box unticked, then this value will be calculated additional on the Membership Cost mentioned above.

Note: Leave 0 in case CGST is not applicable or business is not listed in GST.

SGST Percent*:
State Goods and Services Tax value if applicable should be mentioned here.

For example 9. The percentage value will be calculated based on the Membership Cost and will be charged on the final invoice.
If inclusive of GST check box ticked, then this value will be calculated as included in the Membership Cost mentioned above.
If inclusive of GST check box unticked, then this value will be calculated additional on the Membership Cost mentioned above.

Note: Leave 0 in case SGST is not applicable or business is not listed in GST.

IGST Percent*:
Integrated Goods and Services Tax value if applicable should be mentioned here.

For example 9. The percentage value will be calculated based on the Membership Cost and will be charged on the final invoice.
If inclusive of GST check box ticked, then this value will be calculated as included in the Membership Cost mentioned above.
If inclusive of GST check box unticked, then this value will be calculated additional on the Membership Cost mentioned above.

Note: Leave 0 in case IGST is not applicable or business is not listed in GST.

Incentive Percent*:
Mention the value of Incentive (will be calculated in percentage) to be given to the employee selling the membership to the customer

This value is optional. To promote membership sales, usually an incentive is offered to the employee, to promote the sales of membership.
For example, 5 (The value of incentive in percentage will be calculated on the Membership cost) This will be calculated on the final sales value of Membership.

Note: Leave 0 in case no incentive should be calculated for Membership sales.

Click here to access the Membership Sales Incentive Report

Next Step

Once all the header fields are defined, it’s time to first select on which all categories and sub categories any discount will be applicable. 

It can be searched 

or can be selected directly from the list.

In case of range membership criteria is applicable to all categories listed then select all

For example:
In the case of a service business wherein there are certain categories of services that are of low value or base service and no further discount is permitted then it can be kept out of the selection. 

Like Threading services or haircuts. If this or any other category is kept out of selection and the customer is already enrolled in the New Range Membership eg. 

The next step is to define the slab value and percentage of the discount applicable

 
Click on New

Enter the value in Bill Amount From  and Bill Amount To 
And the Percent Discount

For Example, if the bill value is between 100 to 1000 then discount applicable on the total bill will be 5%

Means, If both the criteria of the respective category and slab match only then the discount will be applicable in the bill. Eg. If the threading and haircut category of services is kept out of selection and though the customer's bill total value is 1000 the discount will only be applicable if categories that qualify for the range membership.


Click on preview changes 

Finally, click on Save

New Range Membership is ready. Multiple Range Memberships can be created with variations in Discount Percentage and Category criteria



Note: Once a "New Range Membership" is created, the setup master fields cannot be edited.

Click here if you wish to create any new category or sub category
(Please note, any newly created category or sub category will only be mentioned here once the page is refreshed. You may have to start the form creation again)

Click here if you wish to learn how to create new categories or sub category masters